SHARED SERVICES HEALTH PLAN TRUST (EIN 263118644) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

JEFF SCACCIA

Phone

7177234600

Tax Period

2024-07-01 to 2025-06-30

SHARED SERVICES HEALTH PLAN TRUST, founded in 2008, is a mid-sized nonprofit in the Mutual Benefit sector that reported $58.0M in total revenue in fiscal year 2024. Expenses of $54.0M left a modest 7% surplus.

Mission

PROVIDE HEALTH, VISION, AND PRESCRIPTION BENEFITS TO COVERED PARTICIPANTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $57,094,307

Investment Income $454,393

Other Revenue $486,905

TOTAL REVENUE $58,035,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $812,940

TOTAL EXPENSES $54,044,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,035,605	$57,354,656	+0.0%
Expenses	$54,044,481	$59,526,137	-0.1%
Net Income	$3,991,124	$-2,171,481	-2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF SCACCIA	CHAIR	1.00	Officer Director	$0	$0	$0
GLENN NATALI	VICE CHAIR (FROM 07/24)	1.00	Officer Director	$0	$0	$0
GERALD SILBERMAN	VICE CHAIR (UNTIL 07/24)	1.00	Officer Director	$0	$0	$0
BRENDA BALONIS	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN ECKERT	TREASURER (FROM 07/24)	1.00	Officer Director	$0	$0	$0
BRIAN ECKER	TREASURER (UNTIL 07/24)	1.00	Officer Director	$0	$0	$0
ADAM WASZKIEWICZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTEN ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MELANIE DESANTIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY LISTWAK	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH HOUSENICK	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA STAHL	BOARD MEMBER	1.00	Director	$0	$0	$0
SEAN AUSTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
KENDRA HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
LACHELLE WILFONG	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRI ALBERTSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CRYSTAL COLLIER-WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH RYAN	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$58,035,605	$54,044,481	$20,971,203	$3,991,124
2024	$57,354,656	$59,526,137	$17,540,945	$-2,171,481
2023	$52,493,278	$49,402,272	$23,142,263	$3,091,006
2022	$54,150,631	$49,950,761	$20,020,263	$4,199,870
2021	$54,154,189	$51,185,778	$14,920,287	$2,968,411
2020	$44,774,466	$44,942,448	$12,834,175	$-167,982
2019	$44,015,624	$45,270,030	$12,710,761	$-1,254,406
2018	$37,371,736	$35,305,985	$13,996,760	$2,065,751

SHARED SERVICES HEALTH PLAN TRUST